Work to Wealth

Insurance and Investments
An umbrella can provide protection from the elements and insurance can play a vital role in protecting your financial plan and
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Hold Hold…
The Federal Open Market Committee (FOMC) decided not to raise interest rates, expressing some concern over economic growth. The benchmark
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Have a Plan, Not Just a Stock Portfolio
While we are all looking forward to summer time, I would like to emphasize the need for an annual financial
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Two In A Row!
The Federal Reserve Raises Benchmark Interest Rate Monetary policy is normalizing due to economic improvement. On March 15, the Federal
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The A, B, C, & D of Medicare
As I wrote in last month’s Retirement Report, February marked a special anniversary for me professionally, 10 years as a Certified Financial
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The Fiduciary Standard
This February marks a special anniversary for me professionally, 10 years as a Certified Financial Planner™. You may have heard
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2016 Economic & Market Update: A Year of Unprecedented Change
  A Year of Unprecedented Change Assessment of the economy, the markets, and its impact on you From the worst
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How Much Will You Spend When You Retire?
Happy New Year and best wishes for a healthy 2017. I hope you had a restful holiday season and are
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Yeah, We Already Knew
Wednesday’s FOMC’s decision to raise rates was telegraphed well in advance by market interest rates. Since the conclusion of the election,
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REFERENDUM COSTITUZIONALE 4 DICEMBRE 2016
The Italians have voted on a pivotal constitutional referendum which has resulted in an overwhelming vote of No. What is certainly shaping
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